Cm Wealth Advisors - Fund and Executive Details

Cm Wealth Advisors Inc.

Cm Wealth Advisors is a alternative asset management company based in Cleveland, OH. They operate 30 private funds and have approximately $2.64 billion in total assets under management (AUM). You can view more information on Cm Wealth Advisors including private fund info, contact info, top management and executives, website, email addresses, and more below:

Contact Details for Cm Wealth Advisors

Cm Wealth Advisors Inc.
30195 Chagrin Blvd., Suite 250
Cleveland, OH 44124-5758
United States

Phone: 216-831-9667
Fax: 216-831-3779
Website: http://www.cmwealthadvisors.com

Overview of Cm Wealth Advisors

Org. Type: Corporation

Registration Country: United States

SEC#: 801-62376

Org#: 119467

Legal Issues: No legal issues reported

Company Type: Other

Strategies/Sectors: Fund of Funds

Pooled Investments: 11-25 percent

Private Funds Managed(30): Cmwa Small Cap Fund Llc, Cmwa Capital Appreciation Fund Llc , Cmwa Capital Appreciation Nq , Cmwa Defensive Strategies Partnership , Cmwa Emerging Markets Partnership , Cmwa Foreign Developed Partnership , Cmwa International Small Cap Partnership Llc , Cmwa Large Cap Partnership Llc , Cmwa Micro Cap Fund Llc , Clanco Opportunities Ii Partnership Llc , Clanco Opportunities Partnership Llc , Clanco Opps I Annex Llc , Clanco Partners Cip , Clanco Partners Sg Llc , Clanco Partners Xi , Clanco Partners Xii , Clanco Partners Xiii , Clanco Partners Xiv , Clanco Private Equity 2004 Llc , Clanco Private Equity 2005 Llc , Clanco Private Equity 2006 Llc , Clanco Private Equity 2007 Llc , Clanco Private Equity 2010 Llc , Clanco S G Bric Fund Llc , Cmwa Biomotiv , Cmwa Private Equity 2011 Llc , Cmwa Private Equity 2012 , Cmwa Private Equity 2014 , Cmwa Private Equity 2015 , Cmwa Private Equity 2016 Llc

Ownership/Leadership of Cm Wealth Advisors

Clanco Irrevocable Trust	Sole Shareholder
James William Wert	President & Chief Executive Officer, Director
Douglas John Smorag	Senior Vice President, Treasurer, Director
John Edgar Kohl	Director
Thomas Valentine David	Chief Compliance Officer
William James O’Neill	Chairman, Director
Cynthia Gardner Koury	Senior Vice President, Director
Karen Lysyk Greco	General Counsel, Secretary

Cm Wealth Advisors Key Stats and Charts

Discretionary AUM: $2.38 billion

Rank: 1004 out of 6900 private fund companies

Total AUM: $2.64 billion

Rank: 1008 out of 6900 private fund companies

# of Accounts: 497

Rank: 356 out of 6900 private fund companies

Average Account Size: 5308680.77062

Rank: 3123 out of 6900 private fund companies

# of Employees: 19

Rank: 1371 out of 6900 private fund companies

# of Private Funds: 30

Rank: 16 out of 6900 private fund companies

Cm Wealth Advisors – Fund and Executive Details